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Category: Semiconductors and Components

Daniel Newman

Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings

Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings
tweiss@futurumresearch.com

AMD’s $1.9B Acquisition of Pensando Aims to Help AMD Take Even More Workloads off CPUs for Increased Performance for Customers

Futurum analyst Todd R. Weiss explores AMD’s latest planned acquisition – the $1.9 billion purchase of Pensando Systems – and analyzes how the addition of the programmable packet processor and software specialist will also likely bolster AMD’s recent acquisition of FPGA chip maker Xilinx.
tweiss@futurumresearch.com

Intel Announced the Acquisition of Granulate, an Israeli Autonomous Optimization Software Vendor, to its Recent String of Acquisitions and Keeping Pressure on Competitors

Futurum Research analyst Todd R. Weiss takes a deep dive into Intel’s acquisition of real-time autonomous optimization software vendor, Granulate, and explores how the move is designed to deliver positive impacts for cloud and data center customers.
mdiamond@futurumresearch.com

Intel Launches its Arc A-Series GPUs for Notebooks

Futurum Research analyst Michael Diamond discusses Intel’s launch of its Arc A-Series discrete GPUs line-up which includes its Arc 3 Series, Arc 5 Series, and Arc 7 Series.
tweiss@futurumresearch.com

NVIDIA GTC 2022 Keynote Unveilings: New Hopper GPU Architecture Replacing Ampere, New H100 Hopper-Based GPUs Debut and Grace CPU Superchips Make a Big Splash

Futurum analyst Todd R. Weiss dives into the happenings unveiled at NVIDIA’s Spring GTC 2022 opening keynote, including insights into the company’s latest Grace CPU Superchips, its NVIDIA H100 GPUs, and its new NVIDIA Hopper accelerated computing platform architecture.
Daniel Newman

What Lies Ahead for Semis

The Six Five team gives their take on what lies ahead for semis.
Daniel Newman

We’re talking Amazon Climate Pledge, What’s Ahead for Semis, Apple Flips and Flops, and More – The Six Five Webcast

We’re talking Amazon Climate Pledge, What’s Ahead for Semis, Apple Flips and Flops, and More. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Daniel Newman

Luminar Acquires Freedom Photonics, Maker of High-Performance Laser Chips

Today Luminar announced it is acquiring Freedom Photonics, a high-performance laser chip manufacturer. Futurum’s Daniel Newman breaks down what this move means for Luminar and the autonomous driving market as a whole.
tweiss@futurumresearch.com

Marvell Technology Q4 Revenue Soars 68% YoY to $1.34B as the Semiconductor Maker Continues Its Torrid Pace Following Strategy Shift to Data Infrastructure

Futurum analysts Daniel Newman and Todd R. Weiss dive into Marvell Technology’s Q4 and FY2022 earnings, which saw impressive 68 percent and 50 percent revenue gains respectively as the company continues the growth of its data infrastructure business strategy.
Daniel Newman

Lattice Earnings Report

The Six Five team does a deep dive into the latest earnings report out of Lattice Semiconductor.
Daniel Newman

Making Markets EP26: The Demand for FPGAs are Driving Massive Growth With Lattice Semiconductor CEO Jim Anderson

Making Markets EP26: The Demand for FPGAs are Driving Massive Growth With Lattice Semiconductor CEO Jim Anderson. A new Making Markets episode with Daniel Newman.
tweiss@futurumresearch.com

Intel Takes Bold Step with $5.4B Acquisition of Tower Semiconductor

Futurum analyst Todd R. Weiss dives into Intel Corp.’s $5.4 billion acquisition of Israeli chip fab Tower Semiconductor and explains how this deal perfectly suits CEO Pat Gelsinger’s vision of the new Intel.
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